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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
901
CNB Bank
Pennsylvania
$57K +$8.5K +202 +17%
RWA
902
Ropes Wealth Advisors
Massachusetts
$57K +$21K +500 +59%
SAM
903
Security Asset Management
New York
$56K +$55.5K +1,320 New
RIA
904
Realta Investment Advisors
Delaware
$56K +$55.9K +1,329 New
EWM
905
Edge Wealth Management
New York
$55K – – –
ME
906
McIlrath & Eck
Washington
$55K – – –
MRCM
907
M&R Capital Management
New Jersey
$54K – – –
RA
908
Rational Advisors
New York
$53K +$41.7K +990 +359%
LWCFA
909
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K -$31.2K -742 -38%
AF
910
Allworth Financial
California
$52K +$2.78K +66 +6%
CBT
911
Capital Bank & Trust
California
$49K -$33.6K -799 -41%
PFGIA
912
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$337 +8 +0.7%
FRA
913
Front Row Advisors
California
$48K – – –
CAL
914
Capital Advisors Ltd
Ohio
$46K – – –
PWM
915
PRW Wealth Management
Massachusetts
$46K – – –
AWM
916
AllSquare Wealth Management
New York
$45K – – –
PHK
917
Point72 Hong Kong
Hong Kong
$45K +$39.1K +929 +628%
PMFA
918
Plante Moran Financial Advisors
Michigan
$44K +$41.9K +995 +1,686%
SFA
919
Semmax Financial Advisors
North Carolina
$43K -$9.01K -214 -17%
BHWM
920
Bay Harbor Wealth Management
Maryland
$43K – – –
FNBOSM
921
First National Bank of South Miami
Florida
$42K – – –
SSB
922
Sandy Spring Bank
Maryland
$42K – – –
SFSIG
923
San Francisco Sentry Investment Group
California
$42K – – –
BC
924
Barnett & Company
Tennessee
$40K – – –
KTC
925
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
35 36
37
38 39